Platform Features Release: Sandbox Trading Account, Order Status Filter & more

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Announcing the latest Release of feature and functionality additions and enhancements to the trading platform to assist the investment/trading decision process.

Trading Sandbox Virtual Account

Announcing a new Virtual Account with fast execution, accurate tracking, and reliability you can depend on.

Unlike traditional broker-provided virtual accounts, the Sandbox is not bound by brokerage margin rules or limitations, giving you more freedom to practice and test strategies.

The Sandbox uses delayed market data. In addition to fast, reliable trade execution and accurate trade capture, it also handles options correctly, supports Conditional Orders for stocks, full Journal Support, and more!

Add Account dialog with the Brokerage dropdown open and Trading Sandbox highlighted at the top of the list, above the live and virtual brokerage choices; the My Sandbox account appears with its own Order Ticket, Staged Orders, Order Status, Positions, Gains, and Journal tabs
Learn more about the Trading Sandbox Accounts

Order Status Filter Buttons

The Order Status Tab filter buttons make it easy to locate previous orders

Order Status filter buttons: All (65), Open (4), Working (4), Filled (38), Canceled (23)
  • All – Everything in the time period is shown on the tab (Today, 1 Week, 1 Month, etc.).
  • Open- Orders that have not yet executed as an active Trade/Position – includes Waiting Conditional orders.
  • Working – Bracket orders where the underlying stock order is an active position (Stop/Limit orders). Excludes Waiting Conditional orders.
  • Filled – Executed orders whether to open/modify/close
  • Canceled – Includes both manually canceled as well as day orders that did not get filled prior to the end of the Market Day

Open as article: Order Status Filter Buttons

Journal Tagging – OCO, Trailing Stops, etc.

OCO Journal Tagging

OCO Orders are automatically tagged in the Journal.

Three OCO journal entries for a PFE long stock position, automatically tagged #otoca-stop on the stop order, #otoca-target on the limit order, and #otoca-entry on the opening order
Are you getting stopped out of your OCO positions more than hitting your target price? Tagging identifies whether adjustments are needed for future trades or if you can stay the course.

Once the Stock Order is Executed (it is an active Position), the Limit and Stop orders are Live (active Orders for the duration selected: Day or GTC.)

If/when the stock hits the Limit price, that order will execute, and the Stop order will be canceled. The Journal tab will be green and display a Gain/Profit.
-OR-
If/when the stock hits the Stop price, that order will execute and the Limit order will be canceled. The Journal tab will be red and display a Loss.

OCO outcome in the Journal for a CME position: the entry (#otoca-entry) and triggered stop (#otoca-stop) are shown closed while the target order (#otoca-target) is marked canceled

The tagged results show whether you’ve been hitting your target or getting stopped out.

Journal Tags analytics showing OTOCA tag results: otoca-entry, otoca-stop, and otoca-target rows with per-tag Avg P&L, Count, %win, and Days, and the date-range totals underneath

**Note: Past Conditional trades will be tagged as “otoca-entry”, “otoca-target” and “otoca-stop”.

Open as article: Journal Tagging – OCO, Trailing Stops, etc.

Delayed Streaming Quotes

Delayed Streaming Quotes will appear when you have a Virtual or Manual Account activated.
Click on the account tab so that it appears on the bottom left corner of your screen.

Platform workspace with delayed streaming quotes: index chart, watchlist with Score icons, % Change by Sector, and the S&P 500 heatmap; quote cells flash highlighted as delayed prices stream in, with the My Sandbox account tab and the “Quotes by QuoteMedia, Inc.” attribution marked

Open as article: Delayed Streaming Quotes

Extend Fibonacci Retracements on Charts

Fibonacci Annotation Settings: retracement levels with color and visibility controls, a Transparency slider, Extend Right toggled on and Extend Left off, and Delete, Save as Default, Reset, and Save buttons

Fibonacci retracements can be extended right and/or left on the chart.

Click an existing Fibonacci annotation, then use the toggle switches to adjust it.
Don’t forget to “Save”

Note: Extend Right/Left can be edited/saved individually, not Set As Default.

Open as article: Extend Fibonacci Retracements on Charts

Chart crosshairs

Chart crosshairs before and after: the old full-line crosshair versus the new dotted crosshair centered on the selected candle

The cursor crosshairs on the chart have been adjusted so they no longer obscure the candlestick wicks

Open as article: Chart crosshairs

Other Additions

  • Set “GTC” as default duration for Exit Order on Trade Ticket
  • Modify TTM Squeeze formula to follow industry
  • Auto-select Option Cycles for existing Order(s)

Change Log

  • Resolved Screener glitch to move candidates to selected watch list